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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,611 | $88,137-77.7% | $164,975-88.1% | $74,429-73.7% |
| Participation rate | 17.6% | 73.1%-55.5pp | 78.6%-61.0pp | 67.2%-49.6pp |
| Annual return | 16.35% | 17.13%-0.8pp | 70.12%-53.8pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $737 | $2,597-71.6% | $4,343-83.0% | $2,625-71.9% |
| Participant deferral / active EE | $1,037 | $4,501-76.9% | $6,033-82.8% | $4,348-76.1% |
| Admin fee / account holder | $432 | $2,231-80.6% | $12,688-96.6% | $1,944-77.8% |